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Ninety One Cautious Managed Fund
Code: CMFA
Overview:
The Ninety-One Cautious Managed fund is a moderately conservative fund that aims to provide a total return higher than inflation over the medium term. Typically less than 40% of the fund’s value is invested in equities.
Fund performance
Source: Profile Data
Downloads
Suitable for Investors who:
- Seek inflation beating returns
- Want a fund which provides income as well as capital appreciation
- Want lower volatility than typical balanced funds
- Want a defensive investment – one which provides stable earnings
- Have an investment horizon of 5 years or more
Benchmark:
ASISA SA Multi-Asset Low Equity
Strategy:
The Ninety One Cautious Managed fund invests in a mix of asset classes that includes; equities, bonds, cash and listed property. Furthermore, the fund may invest in other local and offshore funds and derivatives for managing risk.
Fund Managers
Duane Cable
Sumesh Chetty
Other funds from Ninety One
• Ninety One Diversified Income Fund
• Ninety One Cautious Managed Fund
• Ninety One Managed Fund
• Ninety One Opportunity Fund
• Ninety One Value Fund
• Ninety One Global Strategic Managed Feeder Fund
• Ninety One Global Franchise Feeder Fund
• Ninety One Equity Fund
• Ninety One Worldwide Flexible Fund
‹ Back to all funds
• Ninety One Cautious Managed Fund
• Ninety One Managed Fund
• Ninety One Opportunity Fund
• Ninety One Value Fund
• Ninety One Global Strategic Managed Feeder Fund
• Ninety One Global Franchise Feeder Fund
• Ninety One Equity Fund
• Ninety One Worldwide Flexible Fund
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Actual 15-year performance annualised from Sep 2009 to Sep 2024
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10.6% Moderate 15 Yr Annualised
8.5% Conservative 15 Yr Annualised
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